Filed April 3, 2026 (most recent of 2 filings on file)
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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,052,425 | $83,023+1167.6% | $102,437+927.4% | $77,762+1253.4% |
| Participation rate | 99.0% | 71.5%+27.4pp | 74.5%+24.4pp | 70.6%+28.4pp |
| Annual return | 11.00% | 19.12%-8.1pp | 24.95%-13.9pp | 31.27%-20.3pp |
| Employer contribution / active EE | $9,316 | $3,552+162.2% | $3,871+140.7% | $2,728+241.5% |
| Participant deferral / active EE | $0 | $4,110-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $639-100.0% | $8,388-100.0% | $433-100.0% |